San Francisco, CA

Marte is one of the founders of NWK Group, Inc. He leads the development and delivery of NWK Group services to institutional clients.

Marte’s experience in the financial services industry spans more than 25 years, with a focus on serving institutional retirement plans. Prior to co-founding NWK Group in 2002, he worked for boutique firm in San Francisco advising institutional retirement plans.

Marte holds the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations. He earned a degree in Business/Finance from San Diego State University in San Diego, California.

Residing in Belmont with his two daughters, Marte enjoys cycling, golfing, skiing and spending time with family and friends.

Nadim is one of the founders of NWK Group, Inc. He leads the investment and research process and serves as portfolio manager for private wealth and institutional clients.

Before starting NWK Group in 2002, Nadim spent four years at a San Francisco boutique investment firm as a portfolio manager and provided investment consulting to corporate retirement plans. Nadim has over 25 years of portfolio management and investment analysis experience including co- founder and co-portfolio manager of the Millennium Growth mutual fund and Guided Portfolio Manager with Smith Barney Sheraton.

Nadim holds Accredited Investment Fiduciary (AIF) designations. Nadim has a degree in Interior Design from International Fine Arts College in Miami, Florida.

Nadim resides in Marin County with his wife and two daughters.

Cathey brings more than 20 years of experience in Client Relationship and Account Management; over 15 years specifically in the retirement plan industry to her dual role as the Chief Operating Officer and Relationship Manager. In her role, she continues to support NWK’s institutional clients on escalated matters, while managing internal processes that ensures the firm’s growth and delivery of efficient and elevated service.

Prior to NWK Group, Cathey worked for Sequoia Consulting Group. At Sequoia, she was responsible for the overall client experience for their retirement division as the Director of 401(k) Client Services. She built scalable processes and service models for a high-volume environment, while leading the service team to deliver consistent and exceptional service to clients.

Cathey has her MBA with a focus on Finance from California State University, East Bay, and a BA in Economics & Communications from University of California, Santa Cruz.

In her spare time, Cathey voluntarily serves as a Program Committee member for WP&BC’s San Francisco chapter. She also enjoys mothering a daughter and bonus son, and always looking forward to a weekend get-away with her family for snowboarding, camping, bonfires on the beach…and the occasional music festival!

Brian brings more than twenty years of financial industry experience with an emphasis on portfolio management, investment research, and retirement income planning to his role as a Financial Advisor and Research Associate. He delivers NWK Group services to private wealth and institutional clients. Brian’s conducts investment research and analysis.

Prior to joining NWK Group, Brian spent 17 years with Charles Schwab & Co., most recently in the role of Vice President, Financial Consultant in San Francisco.

Brian has a Bachelor of Science degree in Business Administration from State University New York.

Brian earned the Accredited Asset Management Specialist® designation from the College for Financial Planning. Brian enjoys hiking, cycling and spending time with his wife and two young children.

Allison supports both the Retirement Advisors and Capital Management teams to deliver overall positive experience to our clients, as well as provide support to internal operational initiatives. She is instrumental in ensuring that activities around client deliverables are completed and facilitates enhancements to our service models.

Allison brings experience in tax compliance services for businesses and individuals. Prior to joining NWK Group, Allison spent a year with Spott, Lucey, & Wall, Inc. CPAs as a staff accountant in San Francisco.

Allison has a Bachelor of Science degree in Business Administration from California Polytechnic State University in San Luis Obispo.

Allison enjoys watching sports, shopping and exploring San Francisco with her family and friends.